User Settings

This article helps understand the different settings that can be configured by or for each user.

Rafiki Customer Success Team avatar
Written by Rafiki Customer Success Team
Updated over a week ago

Settings Page

The settings page is where you can see details about your Rafiki usage. The settings page depending on your user permissions gives you access to the language profile setup, notifications, user management, integrations, trackers, feedback scorecard questions, compliance/recording settings, and billing details.

Users can either be added using their email ID or directly pulled in from your integrated CRM.

Rafiki Settings

Connect your calendar

Your sales manager or technical admin would’ve already integrated Rafiki with your CRM (Salesforce, HubSpot, Zoho). For Rafiki to automatically record, transcribe, and analyze all your meetings from the get-go, Rafiki needs access to your calendar. Rafiki syncs with your Calendar and communication channel such as dialer (Aircall) and web conferencing application (Zoom) to get the relevant meeting details and uses it to generate in-depth analytics from your meetings.

Steps to connect your calendar to Rafiki

  1. Log into Rafiki and click on settings on the top right of the screen.

  2. Click on the integrations tab.

  3. You should see the integrations available and their status.

Different applications that you can integrate with Rafiki to extract the best of both worlds.

4. Click on the “Add Integration” button under your calendar and follow the instructions on your screen.

5. Once you’ve integrated Rafiki with your calendar, the integration button appears as shown in the image below:

How your calendar tab will look after the Rafiki integration is successful.

* Access to certain Rafiki settings might be restricted to specific user role permissions depending on your organization.

Email Integration coming soon

Did this answer your question?